Welcome to our dedicated page for Berry Corporation SEC filings (Ticker: BRY), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
Berry Corporation (BRY) filings document the company’s operating results, material-event reports and completed merger with California Resources Corporation. Recent Form 8-K disclosures record quarterly results, the special meeting at which stockholders approved the merger agreement and related advisory compensation proposal, and the December 18, 2025 merger completion that made Berry a direct, wholly owned subsidiary of California Resources Corporation.
The filing record also covers BRY common stock, merger consideration mechanics, material agreements, shareholder voting matters, capital-structure disclosure, governance items and risk-factor disclosures connected with its public-company status and corporate transition.
Berry Corporation (BRY) called a special meeting to vote on its proposed merger with California Resources Corporation (CRC). If approved, each share of Berry common stock will be converted into 0.0718 shares of CRC common stock. Based on CRC’s closing prices, the implied value per Berry share was $3.81 on September 12, 2025 and $3.39 on November 3, 2025.
The virtual meeting is on December 15, 2025 at 10:00 a.m. CT, and the record date is October 30, 2025 with 77,607,094 shares outstanding and entitled to vote. Adoption of the merger agreement requires the affirmative vote of a majority of outstanding shares. The Berry board unanimously recommends voting FOR all proposals.
Conditions include HSR waiting period expiration and FERC Section 203 authorization; the deal is not subject to CRC stockholder approval or CRC financing. Fractional CRC shares will be paid in cash based on a 15-day VWAP. If completed, Berry will become a wholly owned CRC subsidiary and BRY will be delisted. The agreement includes a $12,044,370 termination fee in specified cases and expense reimbursements up to $5 million. Expected timing is Q1 2026; no appraisal rights apply.
Berry Corp (BRY) disclosed an insider equity transaction. A director reported the conversion of restricted stock units into common shares on 10/23/2025.
The filing shows a Code M transaction settling 5,252 restricted stock units into 5,252 shares of common stock at a reported price of $0.00. Following the transaction, the director directly held 5,252 shares of common stock, and no derivative restricted stock units remained outstanding.
The explanation notes that each restricted stock unit represented a right to receive one share of Berry Corporation common stock on October 23, 2025.
Dimensional Fund Advisors LP reported beneficial ownership of 3,606,498 shares of Berry Corp common stock, representing 4.6% of the class. The filing shows 3,593,946 shares with sole voting power and 3,606,498 shares with sole dispositive power, and the reporting person disclaims beneficial ownership because the shares are owned by various managed Funds. The filing clarifies that no single Fund under Dimensional is known to hold more than 5% of the class and that the shares were acquired and are held in the ordinary course of business, not for the purpose of changing control.
Berry Corporation filed a specialized disclosure report to comply with rules for resource extraction issuers. The company states that the required disclosure of payments related to resource extraction activities is provided in Exhibit 2.01, covering the fiscal year ended December 31, 2024.
The filing is signed on behalf of Berry Corporation by Michael S. Helm, who serves as Vice President and Chief Accounting Officer, confirming the company’s responsibility for the accuracy of this specialized payment disclosure.
Berry Corporation (BRY) filed an 8-K disclosing a merger-related agreement: an Agreement and Plan of Merger dated September 14, 2025 among Berry Corporation, California Resources Corporation and Dornoch Merger Sub, LLC. The filing references customary merger termination rights, including payment of a Cash-Out Price plus unpaid dividends, breaches of representations or covenants that could prevent closing, and a Material Adverse Effect carve-out. The filing cites related SEC filings and disclosure documents (including Berry's Form 10-K filed March 13, 2025) and points readers to corporate websites and Forms 3/4/5 for ownership details. The submission includes a Form of Executive Officer Retention Agreement and Inline XBRL cover page data, and is signed by Jenarae N. Garland.
Berry Corporation filed an 8-K that references multiple SEC filings and supplemental materials. The filing points investors to Berry's 10-K and other SEC filings available on its investor site and to CRC's related filings and proxy materials for information on directors, officers, and risk factors. The 8-K also cites a Press Release dated September 15, 2025 and an Investor Presentation dated September 15, 2025, and notes interactive Inline XBRL data on the cover page. The filing is signed by Jenarae N. Garland, Vice President, General Counsel, Corporate Secretary and Chief Compliance Officer. Specific details of the reported "material event" are not described in the provided text.